1) Sharing a quick growth analysis of some streaming sites. @CuriosityStream is growing fast and with revenue growth ~= to user growth. Odd that @fuboTV @disney & @netflix don't have that. Could it be caused by high churn?

$DIS $CURI $NFLX $FUBO
2) Most articles only reference @disneyplus subscribers (~94M), but I aggregated that with @hulu and @espn numbers too because @disney owns them all. That's how I arrived at ~146M. I don't think it makes sense to only use Disney+ as a gauge.
3) @netflix has phenomenal user growth for its size. It's a beast still hungry to reach a billion users. But, around 33% of users share passwords which $NFLX is cracking down on. This will force more users to sign up and pay! that helps grow users + revenues🔥
4) @fuboTV revenue growth may appear to be extremely high (5000%+ YoY) on various sites, but I'm not sold on this picture🤔. Their latest 10-K rb.gy/6spikm shows revenues from 2019 and 2020 of the merged entity (Facebank + FuboTV) at ~83% which makes more sense.
Follow me if this was useful. I'll continue to read into different companies and question everything. A lot of the numbers in the media and other sites don't give you the full picture. That's why I read the SEC filings.

Reply with corrections or feedback. Appreciate it!

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More from @JugalLodaya

18 Apr
1) @lexfridman's podcast with @Breedlove22 was one of the best collaborations I've heard in a long time. Here's my notes on topics like
- sovereignty
- money = value/energy storage
- desire for something from nothing
- inflation is dicivilising
- volatility
- #Bitcoin

*Read on*
2) Over time, sovereignty becomes more decentralized putting more power into individual hands. From pharaohs in ancient Egypt holding absolute power to today where individuals now vote for leaders.

Extrapolating further, people may eventually become their own governments.
3) @Breedlove22 believes money is many things: a store of value through space and time; the most marketable good in existence; a tool to discover truth; an extension of our mind; and ultimately how we quantify and digitize our analog concept of value creation.
Read 15 tweets

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